SPDR S&P Midcap 400 ETF Trust
MDY- 交易所
- NYSE
- SEC CIK
- 0000936958
近 90 天，SPDR S&P Midcap 400 ETF Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 1,542 家機構在 13F 申報持有，市值合計 $173.3 億；沒有大師持有。
2023 年第 1 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,137
- 較 2022 年第 4 季 +9 家
- 持有股數
- 2,484 萬
- 較 2022 年第 4 季 −48.2 萬 (−1.9%)
- 總市值
- $113.0 億
- 較 2022 年第 4 季 +$3.30 億 (+3.0%)
- 新進機構
- 78
- 另有 304 家加碼
- 清倉機構
- 69
- 另有 416 家減碼
另有 19 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MDY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,542 | $173.3 億 |
| 2026 年第 1 季 | 1,455 | $153.1 億 |
| 2025 年第 4 季 | 1,438 | $153.2 億 |
| 2025 年第 3 季 | 1,369 | $150.4 億 |
| 2025 年第 2 季 | 1,351 | $142.0 億 |
| 2025 年第 1 季 | 1,361 | $133.9 億 |
| 2024 年第 4 季 | 1,409 | $150.9 億 |
| 2024 年第 3 季 | 1,319 | $140.5 億 |
| 2024 年第 2 季 | 1,293 | $131.8 億 |
| 2024 年第 1 季 | 1,297 | $139.3 億 |
| 2023 年第 4 季 | 1,235 | $138.6 億 |
| 2023 年第 3 季 | 1,159 | $125.5 億 |
| 2023 年第 2 季 | 1,155 | $118.9 億 |
| 2023 年第 1 季 | 1,137 | $113.0 億 |
| 2022 年第 4 季 | 1,147 | $110.6 億 |
| 2022 年第 3 季 | 1,052 | $95.4 億 |
| 2022 年第 2 季 | 1,040 | $101.5 億 |
| 2022 年第 1 季 | 1,101 | $122.0 億 |
| 2021 年第 4 季 | 1,126 | $136.7 億 |
| 2021 年第 3 季 | 1,023 | $123.9 億 |
| 2021 年第 2 季 | 1,037 | $128.4 億 |
| 2021 年第 1 季 | 1,026 | $122.7 億 |
2023 年第 1 季持有機構
每家機構持有 SPDR S&P Midcap 400 ETF Trust 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 3,419 | $156.8 萬 | 0.07% | 00.0% | 不變 |
| Meridian Financial, LLC | 3,453 | $158.3 萬 | 1.54% | −50−1.4% | 減碼 |
| SOA Wealth Advisors, LLC. | 3,465 | $158.8 萬 | 0.39% | +3+0.1% | 加碼 |
| Spire Wealth Management | 3,467 | $158.9 萬 | 0.06% | +837+31.8% | 加碼 |
| Breakwater Capital Group | 3,492 | $160.1 萬 | 0.67% | −177−4.8% | 減碼 |
| Freestone Capital Holdings, LLC | 3,498 | $160.4 萬 | 0.07% | −6−0.2% | 減碼 |
| Lindbrook Capital, LLC | 3,511 | $160.9 萬 | 0.19% | −12−0.3% | 減碼 |
| Advisory Services Network, LLC | 3,533 | $161.9 萬 | 0.04% | +166+4.9% | 加碼 |
| Kingfisher Capital LLC | 3,544 | $162.4 萬 | 0.43% | +9+0.3% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 3,550 | $162.7 萬 | 0.21% | +750+26.8% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 3,590 | $164.6 萬 | 0.60% | −72−2.0% | 減碼 |
| TSFG, LLC | 3,603 | $165.2 萬 | 0.61% | −30−0.8% | 減碼 |
| NorthRock Partners, LLC | 3,606 | $165.3 萬 | 0.18% | −391−9.8% | 減碼 |
| WealthBridge Capital Management, LLC | 3,610 | $165.5 萬 | 0.66% | +10.0% | 加碼 |
| Darrow Company, Inc. | 3,635 | $166.7 萬 | 1.55% | −258−6.6% | 減碼 |
| Quantum Private Wealth, LLC | 3,655 | $167.5 萬 | 0.91% | −50−1.3% | 減碼 |
| Investment Advisory Group, LLC | 3,679 | $168.6 萬 | 0.97% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 3,708 | $170.0 萬 | 0.18% | +637+20.7% | 加碼 |
| XML Financial, LLC | 3,735 | $171.2 萬 | 0.21% | −83−2.2% | 減碼 |
| Lowe Wealth Advisors, LLC | 3,740 | $171.4 萬 | 0.92% | +15+0.4% | 加碼 |
| Kelman-Lazarov, Inc. | 3,741 | $171.5 萬 | 0.45% | −77−2.0% | 減碼 |
| Clientfirst Wealth Management, LLC | 3,789 | $171.9 萬 | 2.29% | 00.0% | 不變 |
| Nixon Peabody Trust Co | 3,768 | $172.7 萬 | 1.21% | −502−11.8% | 減碼 |
| Old Second National Bank of Aurora | 3,773 | $173.0 萬 | 0.50% | −70−1.8% | 減碼 |
| Sentinel Trust Co Lba | 3,784 | $173.5 萬 | 0.25% | +1,544+68.9% | 加碼 |
| Compass Wealth Management LLC | 3,788 | $173.6 萬 | 0.55% | −134−3.4% | 減碼 |
| Jordan Park Group LLC | 3,810 | $174.7 萬 | 0.11% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,821 | $175.6 萬 | 0.14% | 00.0% | 不變 |
| Intelligent Financial Strategies | 3,843 | $176.2 萬 | 1.38% | +5+0.1% | 加碼 |
| Sovereign Financial Group, Inc. | 3,875 | $177.6 萬 | 0.66% | +4+0.1% | 加碼 |
| Focus Financial Network, Inc. | 3,867 | $177.7 萬 | 0.11% | −15−0.4% | 減碼 |
| Merit Financial Group, LLC | 3,965 | $181.8 萬 | 0.07% | −140−3.4% | 減碼 |
| Northwest Bancshares, Inc. | 3,992 | $183.0 萬 | 0.35% | −300−7.0% | 減碼 |
| Signature Securities Group Corporation | 3,994 | $183.5 萬 | 0.67% | −82−2.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 4,004 | $183.5 萬 | 0.32% | −38−0.9% | 減碼 |
| Delta Financial Group, Inc. | 4,006 | $183.7 萬 | 0.72% | +185+4.8% | 加碼 |
| Woodstock Corp | 4,016 | $184.1 萬 | 0.23% | +605+17.7% | 加碼 |
| Keeley-Teton Advisors, LLC | 4,060 | $186.1 萬 | 0.23% | −9−0.2% | 減碼 |
| Revolve Wealth Partners, LLC | 4,080 | $187.0 萬 | 0.48% | −50−1.2% | 減碼 |
| Umb Bank N A | 4,105 | $188.2 萬 | 0.03% | +20+0.5% | 加碼 |
| Northern Oak Wealth Management Inc | 4,120 | $188.9 萬 | 0.23% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 4,147 | $190.1 萬 | 0.16% | +100+2.5% | 加碼 |
| Cambridge Trust Co | 4,149 | $190.2 萬 | 0.09% | −108−2.5% | 減碼 |
| Transatlantique Private Wealth LLC | 4,155 | $190.5 萬 | 1.05% | +360+9.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,157 | $190.6 萬 | 0.05% | +405+10.8% | 加碼 |
| Cambridge Advisors Inc. | 4,159 | $190.7 萬 | 0.49% | −51−1.2% | 減碼 |
| Braun Stacey Associates Inc | 4,166 | $191.0 萬 | 0.05% | +2,401+136.0% | 加碼 |
| Wade G W & Inc | 4,199 | $192.5 萬 | 0.07% | +19+0.5% | 加碼 |
| Salem Investment Counselors Inc | 4,197 | $192.7 萬 | 0.08% | 00.0% | 不變 |
| Financial Architects, Inc | 4,259 | $195.2 萬 | 0.31% | −61−1.4% | 減碼 |
| Element Wealth, LLC | 4,271 | $195.8 萬 | 1.46% | +16+0.4% | 加碼 |
| Soltis Investment Advisors LLC | 4,288 | $196.6 萬 | 0.25% | 00.0% | 不變 |
| Private Asset Management Inc | 4,311 | $197.7 萬 | 0.33% | −236−5.2% | 減碼 |
| Sunflower Bank, N.A. | 4,326 | $198.3 萬 | 0.45% | −32−0.7% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 4,349 | $199.4 萬 | 0.71% | −9−0.2% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 4,501 | $202.2 萬 | 2.16% | −81−1.8% | 減碼 |
| ZWJ Investment Counsel Inc | 4,416 | $202.4 萬 | 0.11% | −27−0.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,427 | $203.0 萬 | 0.14% | −3,077−41.0% | 減碼 |
| Leavell Investment Management, Inc. | 4,431 | $203.7 萬 | 0.15% | +600+15.7% | 加碼 |
| Putnam Investments LLC | 4,477 | $205.2 萬 | 0.00% | +1,548+52.9% | 加碼 |
| Harbor Advisory Corp | 4,478 | $205.3 萬 | 0.78% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 4,494 | $206.0 萬 | 0.12% | +363+8.8% | 加碼 |
| Davidson Trust Co | 4,495 | $206.1 萬 | 1.59% | 00.0% | 不變 |
| Element Pointe Advisors, LLC | 4,500 | $206.3 萬 | 0.69% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 4,501 | $206.3 萬 | 0.64% | +4,501 | 新進 |
| Capital Advisory Group Advisory Services, LLC | 4,514 | $206.9 萬 | 1.24% | −43−0.9% | 減碼 |
| Johnson Financial Group, Inc. | 4,526 | $207.6 萬 | 0.15% | −8−0.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 4,540 | $208.1 萬 | 0.04% | −35−0.8% | 減碼 |
| West Paces Advisors Inc. | 4,562 | $209.1 萬 | 0.65% | −225−4.7% | 減碼 |
| TD Waterhouse Canada Inc. | 4,459 | $210.5 萬 | 0.02% | +209+4.9% | 加碼 |
| Eldridge Investment Advisors, Inc. | 4,610 | $211.3 萬 | 0.73% | −268−5.5% | 減碼 |
| Connecticut Wealth Management, LLC | 4,613 | $211.5 萬 | 0.16% | −233−4.8% | 減碼 |
| New England Private Wealth Advisors LLC | 4,718 | $216.3 萬 | 0.44% | +10.0% | 加碼 |
| JMG Financial Group, Ltd. | 4,720 | $216.4 萬 | 0.11% | −48−1.0% | 減碼 |
| Asset Management Group, Inc. | 4,805 | $220.3 萬 | 0.49% | −40−0.8% | 減碼 |
| Courier Capital LLC | 4,857 | $222.6 萬 | 0.25% | +172+3.7% | 加碼 |
| Diversified Trust Co | 4,897 | $224.5 萬 | 0.09% | −92−1.8% | 減碼 |
| Spinnaker Trust | 4,932 | $226.1 萬 | 0.17% | −10.0% | 減碼 |
| Vanguard Group Inc | 4,937 | $226.3 萬 | 0.00% | +4,937 | 新進 |
| Fiduciary Trust Co | 4,967 | $227.7 萬 | 0.04% | −120−2.4% | 減碼 |
| Gilman Hill Asset Management, LLC | 4,968 | $227.7 萬 | 0.46% | +5+0.1% | 加碼 |
| Tower View Investment Management & Research LLC | 4,993 | $228.9 萬 | 1.54% | +97+2.0% | 加碼 |
| Winthrop Advisory Group LLC | 5,020 | $230.7 萬 | 0.41% | −10−0.2% | 減碼 |
| HRT Financial LP | 5,050 | $231.4 萬 | 0.03% | −20,167−80.0% | 減碼 |
| Baron Financial Group, LLC | 5,059 | $231.9 萬 | 1.47% | −174−3.3% | 減碼 |
| Joel Isaacson & Co., LLC | 5,060 | $232.0 萬 | 0.17% | +6+0.1% | 加碼 |
| Global Retirement Partners, LLC | 5,247 | $235.0 萬 | 0.12% | −20.0% | 減碼 |
| Argent Trust Co | 5,309 | $243.4 萬 | 0.15% | −12−0.2% | 減碼 |
| Private Trust Co NA | 5,380 | $246.6 萬 | 0.34% | −75−1.4% | 減碼 |
| Riggs Asset Managment Co. Inc. | 5,458 | $250.2 萬 | 0.97% | +2,747+101.3% | 加碼 |
| Flow Traders U.S. LLC | 5,505 | $252.4 萬 | 0.10% | +5,505 | 新進 |
| Sterling Investment Advisors, Ltd. | 5,524 | $253.2 萬 | 0.85% | −214−3.7% | 減碼 |
| Hoylecohen, LLC | 5,543 | $254.1 萬 | 0.24% | −266−4.6% | 減碼 |
| Regents of the University of California | 5,600 | $256.7 萬 | 0.48% | 00.0% | 不變 |
| Shoker Investment Counsel, Inc. | 5,607 | $257.0 萬 | 1.12% | +11+0.2% | 加碼 |
| Lionsbridge Wealth Management LLC | 5,617 | $257.5 萬 | 2.38% | +2,094+59.4% | 加碼 |
| Matrix Asset Advisors Inc | 5,636 | $258.4 萬 | 0.38% | +38+0.7% | 加碼 |
| Northstar Asset Management LLC | 5,660 | $259.5 萬 | 0.76% | −555−8.9% | 減碼 |
| Equitable Holdings, Inc. | 5,687 | $260.7 萬 | 0.04% | −460−7.5% | 減碼 |
| Disciplined Investments, LLC | 5,714 | $261.9 萬 | 1.10% | −94−1.6% | 減碼 |